How do I access the Users tab in a portal?
Navigation: Open your Field Service workspace, then select Portals from the sidebar. Click on a portal to open it, then go to the Users tab.
How do I add a user to a portal?
You can add an existing user from the company or create a new user.
Add an existing user:
Open the portal you want to add a user to.
Go to the Users tab.
Click + Add User.
Choose a user from the company's contacts.
Click Add.
Add a new user:
Open the portal you want to add a user to.
Go to the Users tab.
Click + Add User.
Enter new user's details.
Click Add.
Creating a new user here also adds them to the company's Contacts tab.
What happens when I add a user to a portal?
The user will receive an invitation to access the portal. Their status will show as Pending until they sign in. The invitation expires after 60 days.
How do I resend an invitation?
Go to the Users tab in the portal.
Click the ellipsis (three dots) next to the user.
Select Resend Invite.
You can resend the invitation as long as the user has not signed up.
How do I remove a user from a portal?
Go to the Users tab in the portal.
Click the ellipsis (three dots) next to the user.
Select Delete.
Deleting the user revokes their access to the portal.